AAS
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Avantax Advisory Services’s Radiant Logistics RLGT Stock Holding History

Avantax Advisory Services’s Portfolio RLGT Stock Details RLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,800
Closed -$78.4K – 1727
2023
Q4 		$78.4K Sell
11,800
-1,500
-11% -$9.09K ﹤0.01% 1533
2023
Q3 		$75.1K Buy
13,300
+1,500
+13% +$10.2K ﹤0.01% 1502
2023
Q2 		$79.3K Sell
11,800
-700
-6% -$4.52K ﹤0.01% 1458
2023
Q1 		$82K Buy
12,500
+700
+6% +$3.91K ﹤0.01% 1432
2022
Q4 		$60.1K Hold
11,800
– – ﹤0.01% 1379
2022
Q3 		$67K Hold
11,800
– – ﹤0.01% 1290
2022
Q2 		$88K Buy
+11,800
New +$75.8K ﹤0.01% 1257

Other funds holding RLGT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Advisory Services's RLGT Position: Q1 2024 in Review

Avantax Advisory Services sold out of Radiant Logistics (RLGT) in Q1 2024, closing a stake of 11,800 shares — an estimated $78.4K sold.

Avantax Advisory Services first reported a position in RLGT in Q2 2022 and held it in 7 quarters. The position peaked at $88K in Q2 2022. 113 funds tracked by Wall St. Rank hold RLGT as of Q1 2024.

  • Avantax Advisory Services reported no remaining Radiant Logistics position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 11,800 Radiant Logistics shares in Q1 2024, an estimated $78.4K.
  • Avantax Advisory Services first reported a position in Radiant Logistics in Q2 2022 and held it in 7 quarters.
  • Avantax Advisory Services's Radiant Logistics position peaked at $88K in Q2 2022.
  • 113 funds tracked by Wall St. Rank held Radiant Logistics as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.